Weekly Help Desk Notes for January 6, 2021
Happy New Year!
Purge Old Bids/Reservations/Invoices
Remove any old bids and reservations by using the Purge option in Alert. This is found in the Ticket menu – Utility dropdown – Purge Outdated Bids/Reservations.
The system will prompt for a cut-off date and then go through and remove any tickets prior to that date that meet the criteria. Please note that any reservations with payments will not be purged. As a precaution, the system will not purge any reservations that were once a contract, or any bids that were once a reservation.
Old, closed invoices can also be purged by using the Archiving Old Tickets option. We recommend to Delete the records instead of Archiving them, unless there is a specific need to access very old tickets. We recommend keeping 7 years of tickets on-line.
If you do not have access to these menu options, please contact support at email@example.com.